See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $115,276 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: SHERIDAN ROAD ADVISORS Service code 26 · EIN 13-4284240 | Advisory (Participants) | $86,457 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES LLC Service code 14 · EIN 62-1700633 | Plan Administrator | $15,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,818 | $106,028-22.8% | $146,958-44.3% | $77,643+5.4% |
| Participation rate | 83.6% | 78.4%+5.2pp | 82.2%+1.4pp | 70.6%+13.0pp |
| Annual return | 14.29% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,788 | $4,063-31.4% | $4,933-43.5% | $2,726+2.3% |
| Participant deferral / active EE | $10,338 | $7,990+29.4% | $8,070+28.1% | $4,647+122.4% |
| Admin fee / account holder | $249 | $337-26.2% | $12,998-98.1% | $430-42.1% |